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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,730 | $102,429-63.2% | $147,096-74.3% | $80,925-53.4% |
| Participation rate | 97.2% | 75.9%+21.4pp | 82.2%+15.0pp | 67.7%+29.6pp |
| Annual return | 21.15% | 135.02%-113.9pp | 419.75%-398.6pp | 35.65%-14.5pp |
| Employer contribution / active EE | $3,503 | $3,716-5.7% | $4,936-29.0% | $2,756+27.1% |
| Participant deferral / active EE | $9,422 | $6,649+41.7% | $8,071+16.7% | $4,299+119.2% |
| Admin fee / account holder | $6,314 | $7,957-20.6% | $13,005-51.4% | $6,940-9.0% |